| |
Institutional
Holders
Total
Institutions:
 |
181  1 |
|
|
Total
shares held :
|
9,756,445 |
|
|
% of shares
held :
|
47.36% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-5 |
|
|
Amount
of shares held :
|
-167,569 |
|
|
% of shares
held change :
|
-0.81% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$46.08 |
|
|
Last
Quarter's Ending
Price :
|
$53.55 |
|
|
Last
Quarter's Average
Price :
|
$48.72 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
 10.78 (22.13%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Lido Advisors LLC |
10 |
- |
2023-12-31 |
2,224,035 |
$119,097,000 |
258,658 |
|
| Congress Wealth Management LLC / DE / |
81 |
- |
2024-03-31 |
311,620 |
$18,510,000 |
5,073 |
|
| Q3 Asset Management |
9 |
- |
2024-03-31 |
271,528 |
$16,128,000 |
194,726 |
|
| MORGAN STANLEY |
3182 |
- |
2023-12-31 |
215,975 |
$11,566,000 |
8,838 |
|
| AGF MANAGEMENT LTD |
209 |
- |
2023-12-31 |
168,485 |
$9,022,000 |
49,938 |
|
| STIFEL FINANCIAL CORP |
824 |
- |
2023-12-31 |
163,441 |
$8,752,000 |
13,476 |
|
| ADVISORY SERVICES NETWORK, LLC |
140 |
- |
2024-03-31 |
126,289 |
$7,502,000 |
49,069 |
|
| ENVESTNET ASSET MANAGEMENT INC |
1619 |
- |
2023-12-31 |
138,844 |
$7,435,000 |
53,531 |
|
| AE Wealth Management LLC |
498 |
- |
2023-12-31 |
123,145 |
$6,720,000 |
19,278 |
|
| Kestra Advisory Services LLC |
544 |
- |
2023-12-31 |
70,775 |
$3,790,000 |
6,366 |
|
| Maltin Wealth Management Inc. |
14 |
- |
2024-03-31 |
52,701 |
$3,130,000 |
1,909 |
|
| LINCOLN NATIONAL CORP |
265 |
- |
2024-03-31 |
45,958 |
$2,730,000 |
1,916 |
|
| FMR LLC |
2107 |
- |
2023-12-31 |
47,363 |
$2,536,000 |
9,430 |
|
| MARINER WEALTH ADVISORS, LLC |
947 |
- |
2023-12-31 |
47,183 |
$2,527,000 |
4,907 |
|
| SMITH, SALLEY & ASSOCIATES |
80 |
- |
2024-03-31 |
40,615 |
$2,413,000 |
5,766 |
|
| KESTRA PRIVATE WEALTH SERVICES LLC |
369 |
- |
2024-03-31 |
34,405 |
$2,044,000 |
450 |
|
| LYNCH & ASSOCIATES/IN |
57 |
- |
2024-03-31 |
32,689 |
$1,942,000 |
2,642 |
|
| PFG Advisors |
202 |
- |
2024-03-31 |
27,727 |
$1,647,000 |
533 |
|
| Atria Wealth Solutions Inc. |
717 |
- |
2023-12-31 |
26,858 |
$1,438,000 |
6,504 |
|
| CX Institutional |
230 |
- |
2024-03-31 |
23,402 |
$1,390,000 |
237 |
|
| MERCER GLOBAL ADVISORS INC /ADV |
937 |
- |
2023-12-31 |
20,506 |
$1,098,000 |
3,613 |
|
| Snowden Capital Advisors LLC |
413 |
- |
2023-12-31 |
20,238 |
$1,084,000 |
2,276 |
|
| Sigma Planning Corp |
512 |
- |
2024-03-31 |
16,194 |
$962,000 |
7,914 |
|
| Traynor Capital Management Inc. |
92 |
- |
2024-03-31 |
15,902 |
$945,000 |
553 |
|
| ATLAS CAPITAL ADVISORS LLC |
130 |
- |
2024-03-31 |
15,811 |
$939,000 |
969 |
|
| Western Wealth Management LLC |
260 |
- |
2024-03-31 |
13,836 |
$822,000 |
3 |
|
| Rappaport Reiches Capital Management LLC |
47 |
- |
2024-03-31 |
13,249 |
$787,000 |
59 |
|
| CENTAURUS FINANCIAL INC. |
294 |
- |
2023-12-31 |
13,496 |
$723,000 |
9 |
|
| Glass Jacobson Investment Advisors llc |
99 |
- |
2024-03-31 |
11,899 |
$707,000 |
565 |
|
| Bay Colony Advisory Group Inc d/b/a Bay Colony Adv |
215 |
- |
2024-03-31 |
8,118 |
$482,000 |
100 |
|
| Sunbelt Securities Inc. |
360 |
- |
2024-03-31 |
6,886 |
$409,000 |
301 |
|
| Goss Wealth Management LLC |
1377 |
- |
2023-12-31 |
7,599 |
$407,000 |
782 |
|
| WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1699 |
- |
2024-03-31 |
6,842 |
$406,000 |
570 |
|
| JANNEY MONTGOMERY SCOTT LLC |
2130 |
- |
2024-03-31 |
6,730 |
$400,000 |
689 |
|
| CREATIVE PLANNING |
1931 |
- |
2023-12-31 |
6,876 |
$368,000 |
105 |
|
| Financial Freedom LLC |
80 |
- |
2024-03-31 |
5,726 |
$340,000 |
663 |
|
| Secure Asset Management LLC |
176 |
- |
2024-03-31 |
5,304 |
$315,000 |
46 |
|
| EQIS CAPITAL MANAGEMENT, INC. |
579 |
- |
2023-12-31 |
5,861 |
$314,000 |
5,861 |
|
| Cornerstone Management Inc. |
40 |
- |
2024-03-31 |
4,929 |
$293,000 |
603 |
|
| COMERICA BANK |
2276 |
- |
2023-12-31 |
3,386 |
$181,000 |
497 |
|
| Qube Research & Technologies Ltd |
2575 |
- |
2023-12-31 |
2,571 |
$138,000 |
689 |
|
| UBS Group AG |
4876 |
- |
2023-12-31 |
2,099 |
$112,000 |
142 |
|
| HARBOUR INVESTMENTS INC. |
1151 |
- |
2023-12-31 |
1,780 |
$95,000 |
802 |
|
| Global Retirement Partners LLC |
1124 |
- |
2024-03-31 |
1,503 |
$89,000 |
66 |
|
| AMERICAN NATIONAL BANK |
280 |
- |
2024-03-31 |
1,216 |
$72,000 |
515 |
|
| Parallel Advisors LLC |
1346 |
- |
2024-03-31 |
1,128 |
$67,000 |
892 |
|
| Financial Perspectives Inc |
281 |
- |
2024-03-31 |
796 |
$47,000 |
2 |
|
| CWM LLC |
2451 |
- |
2024-03-31 |
643 |
$38,000 |
10 |
|
| TRANSAMERICA FINANCIAL ADVISORS, INC. |
304 |
- |
2023-12-31 |
663 |
$36,000 |
37 |
|
| ICA Group Wealth Management LLC |
652 |
- |
2023-12-31 |
495 |
$27,000 |
495 |
|
| FAIRFIELD RESEARCH CORP |
324 |
- |
2023-12-31 |
150 |
$8,000 |
150 |
|
|
51 Records found
|
1
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